Michael Roby

Current

Keynote Speaker at The Strategist and the Shrink
Author at Michael Roby Associates
Professional Speaker, Sales Trainer, Sales Consultant at Michael Roby Associates

Business Coach at CxC Matrix Marketing
Magazine Columnist at Michael Roby Associates
Director at National Speakers Association - Minnesota

see less...

3 more...

Past

Regional Vice President at John Hancock
Regional Vice Preseident at John Hancock / Manulife / Wood Logan
Registered Rep/Dir. of Financial Institution Marketing at Money Concepts

Adjunct Professor - Paducah Community College at University of Kentucky

see less...

1 more...

Education

Murray State University
Paragould High School

Recommended

28 people have recommended Michael

Connections

315 connections

Industry

Professional Training & Coaching

Websites

Michael Roby’s Summary

Sales & Marketing Strategist, Business Coaching Services, & Professional Speaker with 30+ years of B2B and B2C sales success. Experience: Over 20 years as a financial advisor, and 10 years as an Investment wholesaler. Speaking as a part of my business for 25 years.

My Goals: Find companies, organizations, and associations who need an experienced, dynamic speaker who creates positive change. Help salespeople substantially increase business with immediate results, provide even better client service, and work smarter, not harder.

Industries I serve include Broker/Dealers, insurance companies, banks, credit unions, financial wholesaling companies, and associations. ANY ORGANIZATION WHICH MARKETS PROFESSIONAL SERVICES.

Michael Roby’s Specialties:

Sales & Marketing Strategy, Sales Training, Inspirational Keynote Speaker

Michael Roby’s Experience

Keynote Speaker

The Strategist and the Shrink

(Professional Training & Coaching industry)

April 2009 — Present (8 months)

The Strategist and the Shrink provide exceptional keynote presentations and conduct high-level breakouts in the professional service industries. Michael Roby, a ﬁnancial services sales and marketing strategist and Dr. James Rafferty, a clinical psychologist team up to point you in the right direction to grow your professional services practice in challenging economic times. Your ﬁrm will learn strategies and tactics that deliver immediate business growth and improved levels of service while maintaining your professional ethics and personal sanity.
Author

Michael Roby Associates

(Financial Services industry)

April 2008 — Present (1 year 8 months)

Author of "The Ultimate Small Cap Business: Building a Financial Advisory Practice" (Expert Publishing)
Professional Speaker, Sales Trainer, Sales Consultant

Michael Roby Associates

(Professional Training & Coaching industry)

August 2006 — Present (3 years 4 months)

Speaker and sales training for national and regional meeting. Presentation concepts provide inspirational ideas and actionable ideas that change outcomes for individuals and organizations.

A partial list of clients and audiences includes:

* Ameriprise Financial
* Anchor Wealth Management / Anchor Bank (MN)
* Association of Independent Information Professionals
* Bank of America
* Baune Dosen LLC
* BB&T Investments
* Bennett, Mastin, & Kosmak Inc.
* Bremer Bank
* Carey, Thomas, Hoover, & Breault
* Citibank
* HighMark Funds
* Invest Financial Corporation
* Investment Centers of America
* John Hancock Financial Services
* Key Bank
* Markle Financial Group
* Merrill Lynch
* Mid-America Credit Union Association
* Money Concepts International
* Morgan Stanley
* NAIFA - Central Iowa
* National Association of Variable Annuities
* North Dakota Student Leadership Foundation
* Northwestern Minnesota Manufacturers Association
* Piper Jaffray
* Smith Barney
* Stifel Nicolaus
* SWBC Investments
* Tax Sheltered Compensation
* Thrivent Financial For Lutherans
* Union Bank (CA)
* Uptown Association (MN)
* USAllianz Securities
* Wall Street Financial Group
* Wells Fargo
* Western National Insurance
* Woodbury Financial Services, Inc.
* WSB & Associates
Business Coach

CxC Matrix Marketing

(Professional Training & Coaching industry)

August 2006 — Present (3 years 4 months)

Working with clients that want to:
* Double sales in 24 - 48 months
* Provide improved levels of client service
* Work smarter, not harder

Sales, marketing, and practice management coach.

Attorneys, accountants, bankers/credit union officers, financial advisors, insurance agents, investment wholesalers, and real eastete agents benefit from my services.

I choose to work with a maximum of 40 coaching clients.
Magazine Columnist

Michael Roby Associates

(Privately Held; Financial Services industry)

August 2006 — Present (3 years 4 months)

Writes sales and marketing columns, as well as other financial services topics. Regular columnist for "Bank Advisor Magazine" (Summitt) and Advisor Today (NAIFA)
Director

National Speakers Association - Minnesota

(Professional Training & Coaching industry)

July 2005 — Present (4 years 5 months)

* President 2008-2009
* Two time winner of the "Member of the Year" Award
Regional Vice President

John Hancock

(Public Company; MFC; Financial Services industry)

January 1997 — July 2006 (9 years 7 months)

Responsible for sales of investment products through financial intermediaries over a six state area.
Regional Vice Preseident

John Hancock / Manulife / Wood Logan

(Professional Training & Coaching industry)

1997 — 2006 (9 years )
Registered Rep/Dir. of Financial Institution Marketing

Money Concepts

(Privately Held; Financial Services industry)

1987 — 1997 (10 years )
Adjunct Professor - Paducah Community College

University of Kentucky

(Non-Profit; Professional Training & Coaching industry)

August 1992 — May 1993 (10 months)

Taught a course to bankers on "Financial Planning in Banks", sponsored by the American Institute of Banking/American Bankers Association. Course was part of an ABA Certification Program.